Agiled

CRM and client management Sales pipeline and deal summaries Account and contact search Client project management Task creation and updates Project deadlines and overdue tasks Time tracking and timers Billable time summaries Invoice and estimate tracking Recording received invoice payments Expense record management Support ticket management Existing file share links

Agiled is a CRM for marketing agencies, creative agencies, design studios, consultants, freelancers and service businesses. Connect your Agiled account to manage client relationships, sales pipelines, client projects, tasks, time tracking and invoicing from your conversation. Coaches, photographers and virtual assistants can use the same client and project workflows to organize their service business. SALES AND CLIENT MANAGEMENT Find accounts, contacts and deals, review sales pipelines and summarize opportunities by stage. Build a client brief from the records in your workspace, check deal values and identify records to follow up on. Create or update accounts, contacts and deals when you ask to save a change. Use agency CRM workflows to keep prospective clients and existing client relationships organized. PROJECTS AND TASKS Review client projects, task statuses, priorities and due dates. Find overdue work, see upcoming deadlines and summarize delivery across projects. Create a project or task, update task details and keep project records current. Marketing and creative agencies can review client delivery; consultants can organize engagements and milestones; freelancers and design studios can track work for each client. TIME TRACKING Review time entries, start or stop a timer, add an entry for work already completed and update recorded time. Ask for a summary of billable hours across client projects or check time recorded during a specific period. Connect the work your team tracks with the client records, projects and invoices you already manage in Agiled. INVOICES, ESTIMATES AND EXPENSES Find unpaid invoices, identify overdue balances and review client amounts and due dates. Look up estimates, expenses and payment records, convert an estimate to an invoice and update supported finance records. Record a payment that you have already received against an invoice. Recording a payment updates Agiled's records; it does not charge a card or transfer money. Finance actions follow your workspace permissions and accounting configuration. CLIENT SUPPORT AND FILE SHARING Review support tickets, create or update a ticket, assign it to a teammate and change its status. Add an internal ticket reply or activity record to keep context with the request. Find existing file records and create a share link when requested. Combine client, project and support information to prepare a useful account summary before a meeting or a follow-up. WORKFLOWS FOR YOUR BUSINESS A marketing agency can review its sales pipeline, client delivery and overdue invoices in one conversation. A creative agency or design studio can find a client's records, check project deadlines and review tracked hours. A consultant can prepare an engagement summary and update next steps. A freelancer, coach, photographer or virtual assistant can keep client details, service projects and billing organized without switching between separate record searches. TRY ASKING “Review my agency's open deals by pipeline stage and show the deal values.” “Show overdue tasks and upcoming deadlines across my client projects.” “Find this client's account, contacts, deals and active projects.” “Summarize billable time for this month and list unpaid client invoices.” “Create a task in this client project with the title and due date I provide.” Requires an Agiled account and a connected workspace. Agiled accesses only the records and actions allowed by your current role and approved permissions. Results come from your connected workspace; review the returned records and provide the details needed before requesting changes.